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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$136K +$3.1K +111 +2%
EVM
102
Eaton Vance Management
Massachusetts
$94K +$6K +215 +7%
PA
103
Parallel Advisors
California
$94K +$13.5K +482 +17%
SWM
104
Spire Wealth Management
Virginia
$86K +$65K +2,327 +291%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$71K +$62.9K +2,251 +719%
LC
106
Lindbrook Capital
California
$69K +$11.1K +398 +19%
Bessemer Group
107
Bessemer Group
New Jersey
$57K -$2.85K -102 -5%
Barclays
108
Barclays
United Kingdom
$54K -$252K -9,027 -82%
JP Morgan Chase
109
JP Morgan Chase
New York
$46K +$7.71K +276 +19%
ACM
110
Aquatic Capital Management
Illinois
$39K +$39.1K +1,400 New
WTC
111
WhitTier Trust Company
Nevada
$36K +$13.6K +488 +60%
SPIA
112
Steward Partners Investment Advisory
New York
$35K
AssetMark Inc
113
AssetMark Inc
California
$35K +$35K +1,255 New
FPS
114
Fieldpoint Private Securities
Connecticut
$30K +$14.9K +535 +95%
SFO
115
Standard Family Office
South Dakota
$27K +$27K +966 New
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$25K +$15.7K +562 +157%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +822 New
SGAM
118
Smith Group Asset Management
Texas
$18K +$3.07K +110 +20%
GWS
119
Glassman Wealth Services
Virginia
$18K +$6.09K +218 +51%
BFC
120
Bedel Financial Consulting
Indiana
$14K
ACA
121
Atlas Capital Advisors
Wyoming
$13.3K
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$4.33K +155 +47%
CFRPA
123
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$11.2K +400 New
UB
124
UMB Bank
Missouri
$12K +$11.8K +423 New
WWM
125
Wolff Wiese Magana
California
$11K -$1.31K -47 -11%